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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,496 | $109,967-1.3% | $97,197+11.6% | $145,877-25.6% |
| Participation rate | 90.9% | 76.0%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 12.27% | 244.27%-232.0pp | 75.47%-63.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $8,095 | $3,077+163.1% | $2,723+197.3% | $4,663+73.6% |
| Participant deferral / active EE | $8,686 | $4,676+85.8% | $4,263+103.7% | $6,691+29.8% |
| Admin fee / account holder | $12,006 | $6,199+93.7% | $5,637+113.0% | $13,402-10.4% |